FANJ
Financial Architects (New Jersey)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.26M | Buy |
4,226
+228
| +6% | +$68K | 0.19% | 117 |
|
|
2023
Q1 | $1.12M | Sell |
3,998
-438
| -10% | -$122K | 0.18% | 127 |
|
|
2022
Q4 | $1.17M | Buy |
4,436
+153
| +4% | +$40.3K | 0.19% | 121 |
|
|
2022
Q3 | $988K | Buy |
+4,283
| New | +$988K | 0.17% | 129 |
|
|
2022
Q2 | – | Sell |
-3,774
| Closed | -$933K | – | 167 |
|
|
2022
Q1 | $933K | Buy |
3,774
+163
| +5% | +$40.3K | 0.13% | 149 |
|
|
2021
Q4 | $968K | Buy |
3,611
+3
| +0.1% | +$804 | 0.13% | 153 |
|
|
2021
Q3 | $870K | Sell |
3,608
-527
| -13% | -$127K | 0.13% | 148 |
|
|
2021
Q2 | $955K | Sell |
4,135
-4
| -0.1% | -$924 | 0.14% | 140 |
|
|
2021
Q1 | $928K | Sell |
4,139
-39
| -0.9% | -$8.74K | 0.15% | 137 |
|
|
2020
Q4 | $897K | Sell |
4,178
-47
| -1% | -$10.1K | 0.17% | 122 |
|
|
2020
Q3 | $927K | Buy |
4,225
+663
| +19% | +$145K | 0.2% | 102 |
|
|
2020
Q2 | $657K | Sell |
3,562
-485
| -12% | -$89.5K | 0.15% | 123 |
|
|
2020
Q1 | $669K | Buy |
4,047
+961
| +31% | +$159K | 0.18% | 108 |
|
|
2019
Q4 | $610K | Sell |
3,086
-647
| -17% | -$128K | 0.13% | 130 |
|
|
2019
Q3 | $801K | Sell |
3,733
-222
| -6% | -$47.6K | 0.19% | 107 |
|
|
2019
Q2 | $821K | Sell |
3,955
-99
| -2% | -$20.6K | 0.15% | 113 |
|
|
2019
Q1 | $769K | Sell |
4,054
-382
| -9% | -$72.5K | 0.13% | 127 |
|
|
2018
Q4 | $788K | Sell |
4,436
-99
| -2% | -$17.6K | 0.15% | 111 |
|
|
2018
Q3 | $759K | Sell |
4,535
-125
| -3% | -$20.9K | 0.12% | 121 |
|
|
2018
Q2 | $730K | Sell |
4,660
-531
| -10% | -$83.2K | 0.13% | 120 |
|
|
2018
Q1 | $811K | Sell |
5,191
-1,343
| -21% | -$210K | 0.16% | 97 |
|
|
2017
Q4 | $1.13M | Buy |
6,534
+272
| +4% | +$46.8K | 0.19% | 93 |
|
|
2017
Q3 | $981K | Sell |
6,262
-436
| -7% | -$68.3K | 0.17% | 101 |
|
|
2017
Q2 | $1.03M | Sell |
6,698
-644
| -9% | -$98.6K | 0.18% | 95 |
|
|
2017
Q1 | $951K | Sell |
7,342
-2,731
| -27% | -$354K | 0.17% | 102 |
|
|
2016
Q4 | $1.23M | Sell |
10,073
-2,964
| -23% | -$361K | 0.29% | 72 |
|
|
2016
Q3 | $1.5M | Sell |
13,037
-2,194
| -14% | -$253K | 0.4% | 55 |
|
|
2016
Q2 | $1.83M | Buy |
15,231
+2,015
| +15% | +$242K | 0.52% | 42 |
|
|
2016
Q1 | $1.66M | Buy |
13,216
+6,426
| +95% | +$808K | 0.59% | 40 |
|
|
2015
Q4 | $802K | Buy |
6,790
+887
| +15% | +$105K | 0.32% | 77 |
|
|
2015
Q3 | $582K | Buy |
5,903
+2,440
| +70% | +$241K | 0.25% | 92 |
|
|
2015
Q2 | $329K | Buy |
3,463
+910
| +36% | +$86.5K | 0.12% | 132 |
|
|
2015
Q1 | $249K | Sell |
2,553
-3,577
| -58% | -$349K | 0.1% | 158 |
|
|
2014
Q4 | $574K | Sell |
6,130
-400
| -6% | -$37.5K | 0.25% | 84 |
|
|
2014
Q3 | $619K | Sell |
6,530
-5,606
| -46% | -$531K | 0.3% | 72 |
|
|
2014
Q2 | $1.22M | Buy |
12,136
+157
| +1% | +$15.8K | 0.59% | 35 |
|
|
2014
Q1 | $1.17M | Sell |
11,979
-68
| -0.6% | -$6.66K | 0.7% | 31 |
|
|
2013
Q4 | $1.17M | Buy |
12,047
+486
| +4% | +$47.2K | 0.68% | 34 |
|
|
2013
Q3 | $1.11M | Sell |
11,561
-74
| -0.6% | -$7.13K | 0.72% | 32 |
|
|
2013
Q2 | $1.15M | Buy |
+11,635
| New | +$1.15M | 0.85% | 26 |
|